Business & Self-Employment Tax Filing Intake

Your Full Name*

First NameLast Name

Email Address*

example@example.com

Phone Number

Please enter a valid phone number.

Mailing Address*

Street Address

Street Address Line 2

CityState / ProvincePostal / Zip CodeCountry

Business Name Legal Name*

Doing Business As (if applicable)*

Business EIN

Type of Business Entity*

Nature of Business / Professional Activity

Business Address

Street Address

Street Address Line 2

CityState / ProvincePostal / Zip CodeCountry

OWNERSHIP

If Multi-Member - Upload Operating Agreement + K-1 info

If Multi-Member - Upload Operating Agreement + K-1

SECTION 3: BUSINESS INCOME - Total Gross Revenue for the Year

Total Gross Revenue for the Year

Upload Income Documents (1099s, Invoices, Settlement Statements, Bank Statements)

SECTION 4: BUSINESS EXPENSES - Total Business Expenses for the Year

Total Business Expenses for the Year

Select all expenses incurred:

Upload Expense Documentation

SECTION 5: Vehicle & Equipment - Did you use a vehicle for business?

YesNo

Upload Mileage / Lease / Purchase Information

SECTION 6: Tax Compliance -Are all prior-year business taxes filed?

YesNo

Do you currently owe business tax debt?

YesNo

Would you like assistance with tax resolution or compliance planning?

YesNo

Business Taxpayer Certification & Legal Responsibility Statement

By signing and submitting this business tax intake form, I certify under penalty of perjury that all information provided regarding this business—including income, expenses, payroll, assets, ownership, and financial activity—is true, correct, and complete to the best of my knowledge.

I understand that federal and state tax laws require accurate reporting of all business activity and that intentionally providing false, misleading, or incomplete information may result in penalties, interest, audits, repayment of refunds, or criminal prosecution.

I acknowledge that 1440 Carpe Diem Services prepares this return solely based on the information I provide and is not responsible for errors, penalties, or liabilities resulting from inaccurate, omitted, or falsified information.

I understand that I am legally responsible for the contents of my business tax return, even if it is prepared by a tax professional.

Signature

Date

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